Equanimity Financial Partners offers investment advisory services including asset management and financial planning. Investment strategies are tailored to client needs and may include stocks, bonds, ETFs, options, and mutual funds. Financial planning covers investment, retirement, estate, tax, education, real estate, and insurance analysis. The firm also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$170M
Clients643
Advisors2
Avg. per Client$260K
Avg. per Advisor$83M
www.linkedin.com/in/christopherhaydel ·www.youtube.com/channel/uc4zgntbck5wy7xck9tcb4vg ·equanimityfinancial.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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